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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-12 |
| MN | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors, Llc | Franklin | TN | 08/2023 | 08/2024 |
| Mississippi State University | Starkville | MS | 08/2020 | 05/2023 |
| Unemployed | Saint Cloud | MN | 08/2013 | 08/2020 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2022 | 07/2022 |
| Unemployed | Cincinnati | OH | 08/2024 | 10/2024 |
| Efficient Advisors | Mason | OH | 10/2024 | 06/2025 |
| Unemployed | Cincinnati | OH | 06/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Anderson Financial | Saint Cloud | MN | 09/2025 | Present |
| Unemployed | Saint Cloud | MN | 05/2023 | 08/2023 |
| Cetera Investment Advisors | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: ANDERSON FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INVESTMENT SERVICES; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: ADMIN; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 6.5; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES TO INCLUDE PROCESSING BUSINESS UNDER THE DIRECTION OF THE REGISTERED REP;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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